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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,105 | $175,231-86.2% | $149,696-83.9% | $139,466-82.7% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 12.56% | 166.77%-154.2pp | 134.46%-121.9pp | 373.66%-361.1pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,803 | $6,521-57.0% | $5,682-50.7% | $6,712-58.2% |
| Admin fee / account holder | $2,018 | $16,155-87.5% | $13,212-84.7% | $11,409-82.3% |